Stephen Stamps (CRD# 5830858) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Colliersville, TN and has over 13 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group, Inc. | Littleton, CO | Jan 2020 - Current | 4 |
| Wealth Strategies Group | Collierville, TN | Nov 2012 - Current | 11 |
| Mas Advisors LLC | Colliersville, TN | Oct 2019 - Apr 2023 | 3 |
| Advantage Investment Management LLC | Cordova, TN | Nov 2015 - Sep 2019 | 3 |
| Lpl Finanical LLC | Cordova, TN | Nov 2015 - Sep 2019 | 3 |
| Edward Jones | St Louis, MO | Aug 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- TN
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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